+237.5%
VIK vs RBA
+16.6%
+220.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +3.5% |
| 7D | +3.6% | -1.1% | +4.6% | +4.0% |
| 30D | -16.7% | -13.2% | -3.5% | -11.4% |
| 3M | -1.1% | -21.4% | +20.3% | +8.4% |
| 6M | +27.8% | -20.9% | +48.7% | +39.3% |
| YTD | +23.3% | -19.9% | +43.2% | +32.4% |
| 1Y | +38.2% | -28.7% | +66.9% | +58.0% |
| All | +237.5% | +16.6% | +220.8% | +219.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling